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The strong run in Bega Cheese can continue

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Shares in Bega Cheese (ASX:BGA) have re-rated since mid-February. This was driven by the normalisation in profit margins for the Branded business and an expected recovery in the Bulk segment. Indeed, results for the six months to 31 December 2023 (1H24) were stronger than market expectations. Having come off its recent high of $4.37 in late February, we consider whether current levels still present value. About Bega Cheese Bega Cheese has historically focused on dairy processing but has diversified into …

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Share tips

Share tips – 8 April 2024

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Share tips and stock recommendations for the Australian (ASX) share market – buy, hold, and sell. Michael Gable is an expert guest commentator for the stock market newsletter thebull.com.au. This post is an extract from the newsletter dated 8 April 2024. You can access the full version of the article HERE. To stay up to date with our best recommendations, sign up to an 8-week FREE TRIAL of our weekly client research.   Buy Recommendations ASX:FMG As a result of the recent decline …

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“Your Stock Request” – 4 April 2024

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“Your Stock Request” is a weekly video where we analyse share price charts for stocks on the Australian market (ASX) as requested by you! Email us at mail@fairmontequities.com with your stock request. Limit of one per person, no guarantee of a mention. This week’s stock request: (ASX:COL), (ASX:PPT), (ASX:SGM), (ASX:MSB), (ASX:ALK) Michael Gable is managing director of Fairmont Equities.   Latest prices available on the ASX website. You can learn more about technical analysis in this article.  An 8-week FREE …

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Categories YSR

How does a low Australian dollar affect the share market

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A low Australian dollar (AUD) can affect the share market in several ways: Exporters Benefit Companies that export goods and services from Australia may see increased competitiveness and profitability when the AUD is low. This is because their products become cheaper for foreign buyers when priced in other currencies, potentially leading to higher revenues and stock prices for these companies. Importers Face Challenges Conversely, companies that rely heavily on imports may face increased costs when purchasing goods and materials from …

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Is this the buy signal for Smartgroup shares?

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We recently researched Smartgroup Corporation (ASX:SIQ) in The Dynamic Investor after the Company released results for the 12 months to 31 December 2023 (FY23). The shares have enjoyed a strong re-rating over the last 12 months. Having come off its recent high of around $11 per share, we consider whether current levels present a more attractive entry point. About Smartgroup Corporation Smartgroup Corporation provides salary packaging administration and novated leasing services to employees across multiple sectors. These include State and …

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